Investment Banking Services

Notable Alumni

Eric Wang, Incoming Summer Analyst at J.P. Morgan

“I had a great summer at Alpha Capital. Harvard College is almost entirely a liberal arts school. I learned tremendously from the Professional Development Program and participated in some great deals. I am happy to say I am joining JP Morgan’s summer program in 2018.”

Xin Li, Investment Banking Summer Analyst, Bank of America

“I interned with Alpha Capital during the summer of year 2015. I found it immensely helpful to both work on real deals and to learn the practice of finance. I was later able to secure interviews and get hired by Bank of America Merrill Lynch in their Investment Banking Division (IBD).”

“I interned at Alpha Capital in Spring 2018, and learned a great deal from the Professional Development Program. The technical skills I gained from this program, along with exposure to live deals, helped me stand out as an IB candidate. From a mentorship perspective, Jack is extremely knowledgeable and willing to help. I’m confident that this internship added significantly to my skill set and experience, and I’m happy to share that I’ll be joining Bank of America Merrill Lynch as an investment banking summer analyst next summer!

I would recommend the Alpha Capital internship to anyone looking to do investment banking – this program has been instrumental in helping to progress my career.”

Chengcheng Yang, Investment Banking Analyst, Goldman Sachs

“The banking training program is really helpful to develop the essential skills and the knowledge framework to do corporate valuation.”

“I worked with Alpha Capital over two summers. Each time it was an amazing experience. Mr. Bloom is an amazing mentor and the program includes real deals and learning. I recommend it highly.”

Roxy, Sales and Trading Summer Analyst, Wells Fargo

“Coming into Alpha Capital with limited finance experience, it was amazing how far I progressed and how quickly.”

James Zhang, Investment Banking, Lazard

“I had an amazing summer with Jack where I worked on a number of real deals. I came back to school and applied to some firms. Although it is early, I have already received an offer from Lazard. Part of this was based on the valuation work I did from scratch models for Jack. I was very pleased with my experience and would recommend it to anyone serious about investment banking.”

Siri Kurada, Equity Analyst, Goldman Sachs

“Alpha Capital was a great platform to kick start my career in banking. Jack was a great mentor and during my internship program, I was presented with various opportunities where there was tremendous learning potential. My internship at Alpha Capital helped me hone in on valuable technical and soft skills which helped me gain interviews at most BBs and land an excellent full-time opportunity as well. I started at Goldman in February and I love my new job!”

Liana Shalelashvili, Consultant, Boston Consulting Group

“I had life changing luck to meet Jack Bloom through my cousin’s network. Jack hired me as Venture Associate at Alpha Capital Holdings, Inc., where I was responsible for the research and evaluation of pharmaceutical and biotechnological projects. Jack became my mentor. He gave me excellent training in investment banking, advanced my professional skills and business knowledge, and I bring his lessons with me into the worlds of business and team management every day.

I am proud to say that with Jack’s support and dedication, I was accepted at Columbia Business School and am now a consultant with Boston Consulting Group. I am forever grateful how this experience has changed my life.”

“Alpha Capital provided me a fully insight of Investment Bank when I came as a non-finance background student. With the experience and knowledge I gained through Alpha Capital, I participated the Model-Off World Financial Modeling Competition and got into top 200 among global 2000 attenders. Jack is a nice guy to talk to and with his guide and help, I was successfully admitted to Columbia graduate school and landed my job in Deutsche Bank.”

“I studied under Jack at NYU and considered him to be one of the best professors there. Jack has a unique blend of theoretical knowledge and practical know how. His friendly and approachable demeanor makes him the kind of person that people want to get to know. I learned a lot from him at NYU and continue to consult him for guidance and advice.”

“I joined Alpha Capital after my Master’s in Finance at Johns Hopkins. The firm exposed me to real world experience and professional analysis. From Alpha, I was hired by a research firm and then a world class boutique, Susquehana. Jack taught me all aspects of banking and was instrumental in my reference to Susquehanna.”

Tina Huizhong Zhang, Equity Research Summer Analyst, Morgan Stanley

“I learned a tremendous amount at Alpha Capital, and I have stayed in touch since my internship, continuing to work on some projects as time allows. Mr. Bloom was critical in my job process introducing me to one bulge bracket firm and guiding me with very important mentorship regarding my career. As a result I have been with Morgan, Stanley Equity Research Group and JP Morgan Investment Banking.”

Wenqing He, Securities Summer Analyst, Goldman Sachs

“I really enjoyed the whole experience of ​the internship program. As a college student in mainland China, it’s very hard to have a chance to join the whole procedure of a live deal and learn relevant investment banking skills. Jack has provided a great pool of resources in which I’ve learned a wide range of banking knowledge ranging from industry overview, valuation models, M&A and LBO. Jack also made sure we worked on a live deal to enhance our skills. I would say these experiences have been a great plus in my hiring by Goldman Sachs.”

Keren Zhou, Forefront Wealth Management

“I started as an Analyst Intern in November, 2016. It was a great experience. I worked on a real deal and learned a tremendous amount. Due to my experience and my learning, as well as networking, I was identified by Forefront Wealth Management. They have sponsored me. I love my new job. Here is a picture of me in Times Square!”

Lyou Minjung, Equity Analyst, Allianz Global Investors

“I want to express my gratitude for everything you have done for me. I learned a lot from your teachings and modules, and they certainly helped me the most through the recruiting process. I will be happy to provide my reference on your program. I recently had an interview with Allianz Global Investors Korea Limited. I am happy to inform you that I have just accepted an offer to work as an Equity Research Analyst Associate.”

Jordan Ring, CAIA, CHP, CEO & Founder, JGR Capital Partners

“Alpha Capital allowed me to learn the industry first-hand and provided me an opportunity to lay an ideal foundation to launch my career. After my time at Alpha, I got a job at an asset management firm and leveraged the knowledge gained toward completing the CFA program. The experience helped me break into the industry successfully and accelerate my career at such a fast pace. To this day, they are willing to provide guidance and references as needed.”

Tewodros Ayalew, Capital Markets Summer Analyst, Morgan Stanley

“Alpha Capital has made a profound difference for me. Soon after my internship at Alpha Capital I was selected for Superday interviews for IB roles at the top 3 bulge bracket investment banks — the firms were aware of the quality of work and the skills and experiences interns acquire during their time at Alpha Capital. I ended up landing a job at one of the bulge brackets in NYC largely because of my time at Alpha Capital! Jack Bloom is one of the most knowledgeable and gregarious men I’ve ever had the pleasure of working for. The internship program he has organized at Alpha Capital has opened doors for me that would have otherwise been closed.

Feel free to reach out to me if you want to learn more. My email address is tewodros_ayalew@brown.edu.”

Enda Gu, Investment Banking, Deutsche Bank

“I graduated from NYU Stern in 2013. Hope this email finds you well. I’m writing this to recommend Jack’s company as a great internship program for NYU students. I interned in Alpha Capital in the summer of 2012 and the experience greatly enhanced my knowledge in banking and financial analytics. This experience and Jack’s recommendation helped me got my first job at Deutsche Bank Hong Kong as investment banking analyst.”

Alpha Capital Holdings, Inc.

Alpha Capital is a strategic financial and M&A advisory firm that has been providing investment banking services since its establishment in 2005. Our principals have been established industry members since 1983, have provided valuable advice on proposed legislation and have been featured in the media. We add value to our clients by utilizing our extensive industry contacts, knowledge and experience.